From a customer's first phone call to a sent proposal — see how AI cuts quote turnaround from 45 minutes to under 5. Live walk-through of each step, with the real FieldInsight quote builder on screen.
Quoting is the heaviest admin cost in HVAC. AI doesn't replace the estimator — it removes the typing, the chasing, and the second-guessing. Here's where it earns its keep.
Whether the enquiry comes via voicemail, an inbound call, an email or a web form, AI listens or reads, extracts the customer's pain (failed AC, no hot water, plant noise), the equipment make and model, the site address, and the urgency. The intake card lands on the dispatcher's screen already filled in — no retyping, no missed details.
The tech does what they already do — snap photos of the plant room, talk through what they see. AI turns those raw inputs into a structured site survey: equipment list, observed faults, access constraints, safety notes. Then it suggests the line items the survey implies, with quantities and historical pricing.
You've done this job before — maybe 30 times. AI surfaces the closest matches from your own quote history (not a generic price book), shows you what each one billed at, and pre-populates the line items it would suggest based on what actually got invoiced. Junior estimators quote like seniors.
R32 refrigerant handling? Working-at-heights? Electrical isolation? AI reads the scope and auto-attaches the right safe-work method statement extracts and contract clauses — so the estimator stops cherry-picking from a folder of PDFs and your proposal never goes out missing required language.
The final stretch — what's normally 20 minutes of Word formatting becomes a single click. AI writes a customer-readable cover page (in your tone), assembles the line items into a clean proposal, attaches the SWMS and compliance clauses, drops your brand onto every page, and emails it. Then it watches the email for open / read / "any chance you could…" and pings the salesperson with a suggested next move.
The second half of the session is a screen-share of the real product. We'll build a full HVAC quote — equipment, labour, materials, compliance — using every AI feature above. You'll see the buttons, the keyboard shortcuts, and the moments where AI hands control back to you.
45 minutes, 5 concrete techniques, real product on screen. Confirmation & calendar invite emailed instantly.
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